SageView Expands Northern California Presence to Support Growth Trajectory
IRVINE (November 3, 2020) – SageView Advisory Group, one of the leading independent retirement plan advisory firms in the country, is pleased to announce that Luciano Costantini and Scott Ondek have joined our team in Northern California.
Luciano, Managing Director, and Scott, Retirement Plan Consultant, will work as part of our Woodside, CA team lead by Robert Patton, and will be responsible for developing and servicing new institutional client relationships. Both Luciano and Scott bring a deep understanding and commitment to the retirement plan marketplace and will continue to boost SageView’s presence in Silicon Valley. Their passion for service makes them great additions to the team and our clients.
“I am privileged to have been a part of such an important industry my entire career,” said Luciano. “Helping Plan Sponsors and Participants make good financial decisions has always been a passion of mine. Now I get to continue my career with Bob and Randy, and their teams at SageView. I’ve known them for over 20 years, and I am so excited to be part of the team. I know our combined experience and shared passion will benefit the clients we work with for years to come.”
Most recently, Luciano was the Director of Retirement Services at Sequoia Consulting Group, where he launched the 401(k) division and grew the business from start to $5 billion in assets under advisement in about 12 years. Prior to joining SageView, Scott was a Senior 401(k) Advisor with Sequoia Consulting Group advising on the firm’s largest retirement plans.
“Luciano’s and Scott’s experience working at an HR technology firm helps to bring a different perspective to our practice. We are confident that their leadership and passion will help realize our vision for continued growth and innovation,” said Randy Long, SageView Founder and Managing Principal.
Robert Patton, Managing Director of the Woodside Office said, “I have known and worked in competition with Luciano for almost 20 years. His reputation for service and innovation is second to none. We look forward to now working together as we advance our service model in Northern California.”
The Woodside, CA team manages over 90 client relationships totaling $7.5 billion in assets and was recently recognized by the Financial Times as one of the top 401(k) advisors in the country.
About SageView Advisory Group
SageView Advisory Group is an SEC Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, with over $113 billion in assets under management. SageView is headquartered in Irvine, California with 25 offices nationwide.
SageView Advisory Group, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. No advice may be rendered by SageView Advisory Group, LLC unless a client service agreement is in place.
For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.